Retirement Planning Happy Hour
Retirement Planning Happy Hour is where serious retirement conversations are had over a taste of Kentucky. Hosted by financial professionals in the heart of bourbon country, we blend insightful discussions on financial planning, investing, taxes, and life in retirement, with a splash of Kentucky charm. Whether you’re nearing retirement or already enjoying it, pull up a chair, pour a glass, and join us as we explore how to make the most of your next chapter—on your terms.
Episodes
109 episodes
Why We Hate the Term Financial Advisor
In this episode, we dive into the misconceptions surrounding the term “financial advisor.” Today, many insurance companies encourage agents to get licensed so they can present themselves as advisors. While that may sound legitimate, much of the...
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1:06:57
How Does the Big Beautiful Bill Affect Your Retirement?
In this episode, we break down one of the most significant tax law changes in recent years—and how it could impact your financial future. From permanently low tax rates and shifting Roth conversion strategies, to inflation-adjusted deductions, ...
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59:52
Money Mistakes: The Hidden Traps in Financial Planning
In this episode, we uncover some of the most common—and costly—mistakes people make in financial planning. From choosing the wrong advisor, letting pride or ignorance guide decisions, to confusing accountants with financial planners, these erro...
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57:07
Where Do We Actually Learn About Money?
In this episode, we unpack the question: Where do we actually learn about money? The truth is, most of us never had formal lessons in school about saving, debt, or investing. Instead, we learned from our parents, from what we saw at home, or—so...
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57:29
Why Annuities are the Used Car of the Financial Industry
In this episode, we break down everything you need to know about annuities—what they are, what they’re not, and why so many people misunderstand them. From fixed and indexed annuities to single and joint life options, we reveal the ...
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52:10
How to Handle Inheritances
In this episode, we uncover why inheritance planning is far more than just receiving assets—it’s about understanding the rules, taxes, and strategies that ensure you keep more of what’s passed down. Many families are surprised by how account ty...
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52:11
Will A.I. Really Take All the Jobs?
In this episode, we dive deep into the rise of Artificial Intelligence—what it really is, how it’s already integrated into our daily lives, and why it’s one of the most transformational tools of the 21st century. From ethical concerns to the fu...
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54:25
How Do You Diversify When Everything's Correlated?
In this episode, we break down one of the most critical shifts in modern investing—how the traditional relationship between stocks and bonds is changing. For decades, bonds acted as the safety net when stocks fell, providing balance and p...
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47:52
All the Ways to Diversify in a Portfolio
In this episode, we dive deep into one of the most essential strategies in financial planning—diversification. While many investors chase headlines and compare their returns to the S&P 500, true success lies in building a portfolio that’s b...
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56:26
How Do You Use Cash and Emergency Funds in Retirement?
In this episode, we explore the real purpose of emergency funds and why holding too much cash could actually be hurting your financial future. We unpack the hidden risks of inflation, what qualifies as a true emergency, and why “safe” money may...
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40:02
Why We Must Talk about Estate Planning
In this episode, we dive deep into the misunderstood world of estate planning—unpacking the power of trusts, the importance of wills, and how to protect your family long after you're gone. From setting up guardianship for your children to under...
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50:13
The Dangers of Recency Bias
In this episode, we dive into the often-overlooked aspects of investing—business risk versus market risk, recency bias, and the importance of diversification. We explore real examples like the impact of false accusations on company stock value,...
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45:47
Some Truths About Real Estate Investing
In this episode, we discuss the realities of real estate investing, including the potential risks and rewards. We explore the importance of understanding tax implications, the challenges of managing rental properties, and the benefits of a long...
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46:09
Insurance: The Overlooked Key to Security
In this episode, we uncover why insurance is one of the most misunderstood—and most important—parts of a solid financial plan. While many jump straight into investments, few realize the critical role that risk mitigation plays in protecting wea...
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51:22
Retirement Planning Happy Hour - Importance of Portfolio Consolidation
🔑 Topics covered:Benefits of consolidating accountsThe flawed premise of how some investors view portfolio diversificationPros and cons of 401k accountsWhy you should NEVER leave money in a previous employ...
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43:44
Retirement Planning Happy Hour - Let's Talk Tariffs
Welcome to the premiere episode of the Retirement Happy Hour Series! In this kickoff conversation, we set the stage for what retirement can truly be—an exciting new chapter full of purpose, connection, and opportunity. Join us as we ex...
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48:06
Trading vs. Investing...Which is Right for You?
Schedule Your Personalized Risk-Off Strategy Session Now! Visit: http://www.fwppartners.comLet’s dive deep into the world of trading vs. investing. Trading vs. Investing - What's the Differ...
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25:04
What is our Risk Off Retirement Strategy?
Secure Your Retirement: Schedule Your Personalized Risk-Off Strategy Session Now! Visit: www.fwppartners.comDo you ever wonder about Risk-On Risk-Off Retirement strategies? Well, today, we're...
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17:44
Is the 4% Rule a Retirement Disaster?
The 4% rule, born in the '80s, has long been a staple in retirement planning. But is it still relevant today? We break it down, discussing how it might not be the best approach for your retirement dreams.Discover why relying solely on t...
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18:22
What Are the Different Types of Financial Advisors?
Looking for financial guidance? Schedule your personalized Risk-Off Retirement Report with us today! http://www.fwppartners.comNot all advisors are the same, and it's crucial to understand the diff...
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20:08
Why Should You NOT Wait to Retire?
Looking for financial guidance? Schedule your personalized Risk-Off Retirement Report with us today!
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17:13
Why You Should Use a Financial Advisor
Subscribe to our YouTube channel for more informative discussions on wealth management and financial planning. / @moneypuzzle Protect your wealth and guarantee a finan...
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26:04
Are Financial Advisors Worth It?
🔔 Subscribe to our YouTube channel for more informative discussions on wealth management and financial planning. / @moneypuzzle Protect your wealth and guarantee a financial...
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32:19